After you become a lead trader, you can open a position or place an order directly on the regular trading page — this is how you carry out (initiate) a lead trade. If the order involves one of your selected lead trade contracts, a signal will be automatically sent to copy traders following you, and they'll automatically copy the trade at the market price.
Lead traders can lead trades in spot copy trading, futures copy trading, and bots trading. Currently, only Spot Grid, Futures Grid, and Futures Martingale bots are supported for lead trading.
Checklist
- How do I open a position or place an order as a lead trader?
- To start leading trades (open a lead trade position), go to: Trade > Bots & Copy > My lead trades, then select the corresponding strategy.
- Note: the Marketplace in the Trading page has been renamed to Bots & Copy. Please navigate to Trade > Bots & Copy to access this feature.
- How should I manage lead trades?
- How should I cancel lead trades?
Notes
Your lead trade orders will be shown in order management at the bottom of the trading page, and also in the lead trading section.
There are two display types for viewing lead trade orders, which are Detailed and Overview. The differences are as below:
Detailed: display all data broken down by individual orders.
Overview: show aggregated data for each contract type. Due to risk control reasons, the data of Overview display will also include data from orders that weren’t copied.
Details follow the official OKX help article; this page is a learning checklist, not an official mirror.
